AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened
AE Red Holdings, LLC (a reported 10% owner of Redwire, ticker RDW) sold a total of 108,681 Redwire shares in two dispositions. On 2026-03-13 it sold 11,615 shares at a weighted-average price of $10.01 for proceeds of $116,266, and on 2026-03-16 it sold 97,066 shares at a weighted-average price of $10.06 for proceeds of $976,484 — roughly $1,092,750 in total. These were sales (not purchases or option exercises), which are generally routine portfolio or liquidity transactions rather than a direct bullish signal.

Key Details

• Transaction dates and reported prices:
  • 2026-03-13: 11,615 shares sold, weighted avg $10.01 — $116,266 proceeds.
  • 2026-03-16: 97,066 shares sold, weighted avg $10.06 — $976,484 proceeds.
• Total shares sold: 108,681; total proceeds: ~$1,092,750.
• Shares owned after transaction: Not disclosed in the provided filing excerpt.
• Footnotes of note:
  • Sales were reported as weighted-average prices and occurred in multiple trades (price ranges given). Footnote F1 notes 3/13 sales ranged $10.00–$10.01; F4 notes 3/16 sales ranged $10.00–$10.18. The reporting person offers to provide per-trade price breakdowns on request.
  • Footnote F2 explains voting/dispositive power is exercised by Michael Greene and David H. Rowe through AE Industrial Partners entities; multiple affiliated funds control AE Red. Footnote F3 disclaims beneficial ownership except to the extent of pecuniary interest.
  • Transaction type reported as sale (code S), described as open-market or private sale.
• Filing timeliness: Form filed 2026-03-17 for transactions on 2026-03-13 and 2026-03-16; filing appears timely under Section 16 two‑business‑day rules.

Context: This filing reports institutional selling by a 10% owner and includes governance-related notes about who exercises voting/dispositive power. Institutional sales can reflect portfolio management or liquidity needs and do not necessarily indicate insider views on company fundamentals.